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Nonprofiteer
← THE WESTMINSTER FOUNDATION INC

Form 990 for tax year 2023

Filed by THE WESTMINSTER FOUNDATION INC.

Totals

Total revenue
$163,222
Total expenses
$174,154
Contributions and grants received
$41,603
Grants paid
$124,815
Program service revenue
$0
Investment income
$121,619
Other revenue
$0
Total assets, end of year
$2,122,324
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,122,324
Program services expenses (Part IX)
$152,740
Management and general expenses
$21,414
Fundraising expenses
$0
Program service expenses (Part III)
$152,740

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $41,603

  • 3 · Investment income

    total $25,260 · excluded $25,260

  • 7a · Gross sales of assets other than inventory

    securities $254,178

  • 7b · Less cost or other basis and sales expenses

    securities $157,819

  • 7c · Gain or loss

    securities $96,359

  • 7d · Net gain or loss

    total $96,359 · excluded $96,359

  • 9a · Gaming: gross income

    $530

  • 9b · Gaming: direct expenses

    $530

  • 9c · Net income from gaming

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $124,815 · program services $124,815

  • 11a · Fees: management

    total $27,925 · program services $27,925

  • 11c · Fees: accounting

    total $8,500 · management and general $8,500

  • 11f · Fees: investment management

    total $7,934 · management and general $7,934

  • 24a · Other expenses: MISC EXPENSES

    total $5,245 · management and general $5,245

  • 24b · Other expenses: GAMING ADJUSTMENT

    total -$265 · management and general -$265

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $36,024 · end of year $73,003

  • 2 · Savings and temporary cash investments

    beginning of year $117,859

  • 11 · Investments: publicly traded securities

    beginning of year $1,704,824 · end of year $2,047,446

  • 15 · Other assets

    beginning of year $1,875 · end of year $1,875

  • 27 · Net assets without donor restrictions

    beginning of year $1,860,582 · end of year $2,122,324

Mission and programs · 2023

Mission

TO ASSIST IN THE CONTINUANCE OF PROVIDING QUALITY HEALTHCARE AT WESTMINSTER VILLIAGE NORTH TO ITS RESIDENTS.

Activities or mission (Part I)

TO ASSIST IN THE CONTINUANCE OF PROVIDING QUALITY HEALTHCARE AT WESTMINSTER VILLIAGE NORTH

  • TO ASSIST IN THE CONTINUANCE OF PROVIDING QUALITY HEALTHCARE AT WESTMINSTER VILLIAGE NORTH TO ITS RESIDENTS.

    Expenses $152,740 · Grants $124,815

As filed on the 2023 return.

Listed in Part VII

  • Albert R Jackson III

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Linda Pendleton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Hardman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Peer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Martha Jungclaus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jack G Levy Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen B Woods

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Ana Paula Durighetto

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Thomas Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thomas Kaercher

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WESTMINSTER VILLIAGE NORTH

    501(C)(3) · SR. CARE · IN

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202401349349302635

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